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Shell Asset Management’s Bankunited BKU Stock Holding History

Shell Asset Management’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$97K Sell
2,544
-4,126
-62% -$156K 0.01% 653
2025
Q2 		$237K Sell
6,670
-1,296
-16% -$43.5K 0.01% 710
2025
Q1 		$274K Sell
7,966
-346
-4% -$13K 0.01% 655
2024
Q4 		$317K Sell
8,312
-17
-0.2% -$654 0.01% 648
2024
Q3 		$304K Buy
+8,329
New +$296K 0.01% 682
2024
Q1 		$258K Sell
8,799
-878
-9% -$24.6K 0.01% 729
2023
Q4 		$314K Sell
9,677
-2,938
-23% -$76.2K 0.01% 697
2023
Q3 		$286K Sell
12,615
-196
-2% -$5.02K 0.01% 776
2023
Q2 		$276K Sell
12,811
-72
-0.6% -$1.48K 0.01% 814
2023
Q1 		$291K Sell
12,883
-45
-0.3% -$1.47K 0.01% 798
2022
Q4 		$439K Sell
12,928
-2,769
-18% -$97.8K 0.02% 591
2022
Q3 		$536K Sell
15,697
-4,110
-21% -$154K 0.02% 541
2022
Q2 		$705K Buy
19,807
+34
+0.2% +$1.35K 0.02% 535
2022
Q1 		$869K Sell
19,773
-2,926
-13% -$127K 0.02% 530
2021
Q4 		$960K Buy
22,699
+790
+4% +$33.1K 0.02% 572
2021
Q3 		$916K Sell
21,909
-940
-4% -$38.5K 0.02% 549
2021
Q2 		$975K Buy
22,849
+4,726
+26% +$216K 0.02% 584
2021
Q1 		$797K Sell
18,123
-110
-0.6% -$4.52K 0.02% 632
2020
Q4 		$634K Hold
18,233
– – 0.01% 682
2020
Q3 		$399K Hold
18,233
– – 0.01% 777
2020
Q2 		$369K Buy
18,233
+6,066
+50% +$114K 0.01% 801
2020
Q1 		$228K Sell
12,167
-185
-1% -$5.53K 0.01% 970
2019
Q4 		$452K Sell
12,352
-287
-2% -$10K 0.01% 929
2019
Q3 		$425K Sell
12,639
-108
-0.8% -$3.53K 0.01% 978
2019
Q2 		$430K Sell
12,747
-291
-2% -$10K 0.01% 973
2019
Q1 		$435K Hold
13,038
– – 0.01% 969
2018
Q4 		$390K Sell
13,038
-1,100
-8% -$35.8K 0.01% 922
2018
Q3 		$500K Hold
14,138
– – 0.01% 959
2018
Q2 		$578K Sell
14,138
-756
-5% -$31.3K 0.01% 899
2018
Q1 		$595K Buy
+14,894
New +$615K 0.01% 856

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shell Asset Management's BKU Position: Q3 2025 in Review

Shell Asset Management reduced its Bankunited (BKU) stake by 62% in Q3 2025, selling an estimated $156K and leaving 2,544 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #653.

Shell Asset Management first reported a position in BKU in Q1 2018 and has held it in 30 quarters since. The position peaked at $975K in Q2 2021. 293 funds tracked by Wall St. Rank hold BKU as of Q3 2025.

  • Shell Asset Management held 2,544 shares of Bankunited worth $97K as of Q3 2025.
  • Shell Asset Management sold 4,126 Bankunited shares in Q3 2025, an estimated $156K.
  • Bankunited made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #653 holding.
  • Shell Asset Management first reported a position in Bankunited in Q1 2018 and has held it in 30 quarters since.
  • Shell Asset Management's Bankunited position peaked at $975K in Q2 2021.
  • 293 funds tracked by Wall St. Rank held Bankunited as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.